Learn about different types of reports that you can run from Dutchie POS Backoffice.

Reports are broken out into 6 different types in the Dutchie POS Backoffice. These types include Closing report, Sales, Inventory, Employee, Marketing, and Operations. Each report category has different reports that can be run. On this page, you’ll find a description of each report that can be run in Dutchie Backoffice.

Notice

To view reports in Dutchie POS Backoffice, you must have the appropriate user permissions set. The link to Reports will not appear in the Dutchie POS Backoffice sidebar if the user the user has no report-related permissions enabled.

Closing report

Sales reports

Inventory reports

Employee reports

Marketing reports 

Operations reports

Closing report

For a detail description for the Closing Report, see Closing report breakdown. 

Sales reports

Report Name Description
POS Transactions By Date Report Lists the POS transaction details in the specified timeframe. The report includes the Customer, SKU, Category, and Description of the items. Use this report to summarize the transaction data by customer and inventory attributes. You can use this data to identify further sales trends.
POS Transaction Summary Lists the summary of POS transactions in the specified timeframe. The report includes revenue and cost information along with the employee and register that completed the sale. This report is meant to summarize the entire transaction data so you can slice and dice this data for further sales trends.
Average Order Value Shows average order value of the cart by budtender. If fulfillment model is selected, data shows budtender responsible for adding the item to the cart. Data includes in-store, curbside, and delivery orders and does not include returns, voids, revenue fees. Use this report to understand the average order value of each cart for your budtenders. This report can also be used to foster competitions to increase customer spend.
Sales By Category Sales summary data grouped by day within a given timeframe for each master category. Runs for all locations. This report is used to understand daily sales by Master Product Category. You can use information in this report to see what categories sell the best on a per day basis.
Sales Report Transaction level sales data within a given timeframe. For some states, the customer information can be caregiver details. Use this report to find specific sales data tied to vendor, product, category, batch, weight, and more. You can use this report to see how many 100mg gummies you sold and how much revenue it brought in.
POS Hour Totals This report shows the hour by hour average transactions, items, and sales at the POS for a location. Use this report to see hourly trends of your POS sales data.
Daily Sales Breakdown Shows daily sales totals with tender type breakdowns as well as a category breakdown of daily sales. This report is meant to be used on a daily basis to see a summary of sales by Master category. It helps you evaluate what categories of products are selling well or not.
End of Day Summary Sales summary data grouped by day for the selected date range. This report is used to compare sales per day over a range of time. The columns allow you to compare data like total sales, net sales, taxes, discounts, etc.
Product Sales Report Provides a product-level breakdown of sales for the day, including quantity sold and net sales. Master category and product type of items are listed. Inputs: start date, end date. Reports can be run for all locations and filtered by order type.
End of Day Summary by Register by Associate Details the daily sales summary and groups them by register and associate. You can use this report to see who was on which register and what were their charges.
Detailed Sales Breakdown by Product Shows daily sales totals with tender type breakdowns as well as a category breakdown of daily sales. This report is used to understand daily sales by Product by customer type. You can use this information to see what sells best for your customer types.
Sales Transactions by Date (Raw Data) Provides a full list of sales transactions including voided, canceled, and returned sales. Use this report to validate the accuracy of sale transactions.
Register Close Out Report Shows a summary of the register dollars. This report is used to see a summary of the register dollars so an accountant can track the cash.
Total Sales By Product This report shows a product's sales by weight and category for the date range selected. Use this report to see product sale trends.
POS Transactions By Register This report shows transactions details by register over a duration of time. Use this report to investigate sales over time.
Payments This report shows a summary of customer transaction details, specifically including payment details. Use this report to see detailed customers sale data.
Sales Sold out Report List packages with sales since the input date, that are sold out, grouped by SKU. This report can be used to see when products were sold out.
POS Products By Date Range This report shows products sold at the POS in the time range selected. Use this report to see product sales over time.
Patient Transaction Details By Budtender Reports all transactions with items purchased in the time period. Includes voided transactions (with the void date) and returns. Use this report to see every product and transaction completed by a budtender.
Transaction Comparison Report This report shows a summary of customer transaction details, specifically with detailed tax information. Use this report to see detailed customers sale data.
Patient Payments Patient Transactions. Use this report to see a detailed breakdown patient order and the payment details.
Total Sales By Customer This report shows a customer's sales by dollars and delivery count. Use this report to see individual customer sale trends.
Average Cart Spend Report This report lists customer information such as total spend, number of transactions, and average per transaction broken out by location over the specified timeframe.
Daily Dispensations This report details all dispensations made in the day with Patient, Doctor, and drug information. It is primary used for archive purposes.
Void Report This report shows order sale data, by hour, for the date range selected.
End of day Detail Lists all of the customers created in the current location., If your customers are shared between all locations, it will include all customers automatically. Use this report to track sale trends and breakdown hourly sales transaction details.
Discounted Transactions Report This report provides basic transaction level information about transactions that have discounts applied to them.
Completed Transfer Orders List of completed (sold) Transfer Orders. Use this report to validate summary information on completed inventory transfers.
Sales Summary by Category(WgtGrams) This report shows a daily summary of sales by category, discounts, net sales, quantity sold, weight sold and costs.
Sales Summary Report by Master Category This report shows a daily summary of sales by category, discounts, net sales, quantity sold, weight sold, and costs.
Sales Summary by Category(Qty) This report shows a daily summary of sales by category, discounts, net sales, quantity sold, weight sold and costs.
Returns Report - Return Transactions This report details sales transaction related to returned orders. Use this report to see details on returned transactions.
POS Transaction Totals - Monthly This report lists summary info for transactions, by month. It excludes voided transactions and the transactions with no items. The date selected CAN break up a month - if From is Oct 10, Oct's figures will include Oct 10 and beyond.
Sales in Weight By Transactions And Customer This report shows sales data by customer and weight of products sold. Use this report to track daily sales trends related to customer and weight of product.
Fee / Donation Transactions This report details all transactions in the selected time period with fees and/or donations collected.
Sales Summary by Category(Price) This report shows sales summary information by product category.
Sales Summary by Category(Patient$) This report shows a daily summary of sales by category, discounts, net sales, quantity sold, weight sold, and costs.
New Pre Orders This report lists all open pre orders and the SKUs associated with them - this report counts against soft allocation.
Sales Summary by Category(PatientWgt) This report shows a daily summary of sales by category, discounts, net sales, quantity sold, weight sold, and costs.
Sales Summary by Category(TransactionCount) This report shows a daily summary of sales by category, discounts, net sales, quantity sold, weight sold and costs.
Pending E-Commerce Orders Item level list of items that have been added to an ecommerce order but not completed.
Sales Summary by Category(PatientQty) This report shows a daily summary of sales by category, discounts, net sales, quantity sold, weight sold, and costs.
Voided Items This report shows details about the items that were voided between the start and end dates.
Patient Journal This report lists your patient's journal entries over the specified time period, along with Doctor information and their State ID number. Patients without a journal entry in the time period are omitted from this report.
Patient No Transaction After Check In This report shows patients that did not make a purchase after checking in.
Returns Report - Return Transactions No Cash This report details return transactions where the invoice total is zero.
Payment Type Changes This report details all the payment type changes in a given period, including original and changed payment transactions.
Patient 60 day No Visit Report This report shows customers who have not had a transaction in 60 days.
Patient 120 day No Visit Report This report shows customers who have not had a transaction in 120 days.
Patient 30 day No Visit Report This report shows customers who have not had a transaction at your store over the filtered period of 15, 30, 60, 90, or 120 days.
Patient 90 day No Visit Report This report shows customers who have not had a transaction in 90 days.
POS Transaction Totals - Annual This report shows a summary of sales by year.
Customer Age Verification Report This report displays the customer's date of birth for transactions. To collect and display the date of birth for anonymous transactions, you must have the [Collect demographic data about anonymous patient] option enabled for the LOC.
Super User - Find Rounding This report gives you the individual transactions that make up the "Rounding" column on the Closing Report.
Patient 15 day No Visit Report This report shows customers who have not had a transaction at your store over the filtered period of 15, 30, 60, 90, or 120 days.
Patient Qualifying Condition This report lists your patient's State ID number and their Qualifying Condition. Patients without a Qualifying Condition are omitted from this report.
Patient Caregiver Report This report shows detailed caregiver information for patients entered into system.
 Multi-location sales reporting This is a reporting view that can be accessed in the Financials tab of of the Backoffice. You can access sales summary for all of you locations in one place versus logging in to different locations in the Backoffice.  

Inventory reports

Report Name Description
Adjustment Costing report This report gives cost information on a product basis for inventory adjusted. This excludes received and moved inventory.
Applied Regulatory Category Breakdown This report looks at products in the Product Master and displays the regulatory category associated with that product and the category and tells you which regulatory category will be applied to that product.
Batch Recall Report In case of a recall, find inventory by Batch Id
BC Non-Medical Cannabis Monthly Report For use in the province of BC. Details monthly sales to report to state regulators.
Closing Report N/A
Completed Transfer Orders - Detail List of completed (sold) Transfer Orders with Item details
Completed Transfer Orders by Category This report shows the list of completed (sold) Transfer Orders with category level details.
Completed Wholesale Orders List of completed (sold) Wholesale Orders.
Completed Wholesale Orders - Detail List of completed (sold) Wholesale Orders with Item details
Completed Wholesale Orders by Category List of completed (sold) Wholesale Orders with categoy details.
Consolidated Orders Report This report details the items contained on Manifested orders out (Wholesale and Transfer) as well as Received orders in.
Conversion Detail Costing Report This report details conversion transactions with item level details and costs.
Cost of Goods Sold By Category This report provides the total sales and total cost of goods sold per master category for the specified time period
Current Inventory List packages currently in stock. This report shows the current state of your inventory including quantity on hand with cost and pricing. Inputs: Location.
Current Inventory Lab Results Report Reports lab result information for current inventory items by location.
End of Month Plant Status Report This report shows users a summary of all plant growth per date selection criteria.
Flower Equivalent Breaks down Flower Equivalent by Product Category, Product, and Inventory.
Harvest Strain Waste Yield This report lists bud weight, waste weight, and calculates percentage yield per strain across batches harvested in the specified timeframe.
Harvest Strain Yield This report lists bud weight per strain across all batches harvested in the specified timeframe.
Harvest Waste Yield This report shows waste yield from the harvesting process.
Harvest Wgt Report This report shows harvest, batch, and strain information along with the recommended weight attributes.
Inventory & Product Data Audit This report shows detailed information on products and inventory for auditing purposes.
Inventory Adjustments - Adjust This report shows information about inventory quantity changes made with the Adjust option.
Inventory Adjustments - All This report shows information about all quantity changes from all actions (adjust, change product, combine, convert, move, ore receive) including the cost of the change.
Inventory Adjustments - Change Product This report shows information about inventory quantity changes made with the change product option.
Inventory Adjustments - Combine This report shows information about inventory quantity changes made with the combine option.
Inventory Adjustments - Convert This report shows information about inventory quantity changes made with the convert option.
Inventory Adjustments - Move This report shows information about inventory quantity changes made with the move option.
Inventory Adjustments - Receive This report shows information about inventory quantity changes as a result of receiving.
Inventory Aging Report This report lists all products in inventory, along with the breakdown of how many units fall into each age range in days. The data allows you to slice this information into categories and see what product types are selling or not selling.
Inventory Allocated Report Shows inventory allocated to open POS carts or Manifests.
Inventory Audit History This report shows audits that have occured at each location within a given timeframe.
Inventory Cost of Goods Snapshot Snapshot of packages with unit and total price and cost for a given date.
Inventory Destruction Report This report shows ther details and reasons why inventory was destructed.
Inventory Expirations Shows all inventory set to expire during the selected date range.
Inventory Order Report This report shows inventory sales rate information that supports the reorder process.
Inventory Production Details for all inventory produced (harvested, converted, packaged, etc) during the specified time range.
Inventory Profit Shows sales, cost, and profit for products sold within the selected timeframe.
Inventory Receipt Report - Detail List of all received inventory during the selected date range. Package level details such as cost and package ID are included.
Inventory Receipt Report - Summary List of all received inventory during the selected date range including package level details such as cost and package ID.
Inventory Receive Costing report This report gives cost information of inventory received on a product basis.
Inventory Recon Bulk This report shows information about inventory reconciliations.
Inventory Reconcile Report By Room By Category This report shows inventory quantity levels by category and room.
Inventory Report by Date by Sku Provides a summary of inventory received based on SKU and date.
Inventory Report by Date by Sku By Serial No Provides a summary of inventory received based on SKU and package.
Inventory Roll Forward

This report details the quantities and costs of inventory at the start of the period, the end of the period, and the actions that happened in between.

If comparing data in this report with data in the Closing report, note that the Closing report reflects a snapshot in time, which may differ from the historical and current data reflected in the Inventory Roll Forward report.
Inventory Sales Report by Vendor Summary of current inventory and product information by vendor.
Inventory Snapshot Point-in-time snapshot of inventory shows what inventory is on hand that day.
Inventory Snapshot by Product (by Start Date) This report shows a point-in-time snapshot of inventory shows what inventory is on hand that day by SKU
Inventory SnapShot by Product by Batch (by Start Date) This report shows a point-in-time snapshot of inventory counts, pricing, and costs onhand that day by batch.
Inventory Snapshot By Serial (by Start Date) This report shows a point-in-time snapshot of inventory on hand that day by SKU.
Inventory Summary Report This report provides a summary of all the inventory in the system.
Inventory tied to inactive Vendors This report will list all of your quantities inventory attached to vendors that have been marked inactive.
Inventory Transaction Report By Category Lists the summary of sales by Master Category and Category information including cost and pricing.
Inventory Transaction Report by Category By Patient This report shows inventory transactions by customers to product categories.
Inventory Transactions by Patient by Date This report shows inventory transactions by customers with detailed payments data.
Inventory Transactions by Product with Low Count This report shows the low inventory quantities for products being sold for a given time frame.
Inventory Transactions by Serial # with Low Count This report shows inventory sales rate information that supports the reorder process.
Inventory/Reconciliation Discrepancies This reports shows the differences in quantity, price, and cost between inventory and the latest reconciliation as of the given date of the report.
Invoice Report This report shows cost details for all invoices received.
Jory Transaction Report This report shows Jory transaction ID numbers that are associated with payment for an order.
Login Report This report lists which users, when they logged in, and how long they were active for.
Lot Harvest Report by Week This report shows the weekly lot harvest information.
Metrc On Hold Packages This provides a report of packages in Dutchie that are "On Hold" in Metrc, but available for sale.
Monthly Inventory by Product This report shows monthly inventory quantity changes per product across all packages to that product.
Monthly Inventory by Serial This report shows weekly inventory quantity changes per product across all packages with that product.
Mother Productivity This report shows details on the production of mother plants.
Open Transfer Orders This report summarizes open transfer orders for inventory.
Open Transfer Orders - Detail This report details the open transfer orders for inventory.
Open Wholesale Orders This report shows inventory receiving orders including dates, vendors, and amounts.
Open Wholesale Orders - Detail This Report lists all open wholesale manifests and the items contained therein.
Plant Active Report This report shows the rooms, strains, and quantity of all active plants being grown.
Plant Detail Report This report shows the rooms, strains, and quantity of all plants being grown.
Plant Full Report This report shows the rooms, strains, and quantity of all plants being grown.
Plant Harvesting Report This reports shows the harvesting information for plants being grown.
Plant Inventory Dashboard This report shows the details of your plant inventory based on room and subroom configurations.
Plant Inventory Report as of Date This report shows a daily snapshot of the status of your plant growth operation.
Plant Movement History Report Reports the movement of plants at a location in the given time range.
Plant Phase Data by Strain This report shows the average days a strain is a mother plant, in vegetation and in flowering.
Plant Retired Report This report shows the rooms, strains, and quantity of all retired plants being grown.
Plant Summary Report This report provides a plant summary including the rooms, strains, and quantity of all plants being grown.
Price/Cost Discrepancies by Serial List of serial numbers with multiple prices/costs in available inventory.
Product Applied Tax Category This report looks at products in the Product Master and displays the tax category associated with that product and the category and tells you which tax category should be applied to that product, and will also point out products with taxes turned off at the product level.
Product Basics This report gives basic price/cost information from the product catalog.
Product Catalog This report shows the entire list of products in the Product Catalog.
Product Category Overview This report lists all Product Categories in your organization, as well as the count of non-retired products that roll up to those categories. The categories will show in each state/market.
Product Low Count Report This report shows inventory product count and sales rate information that helps with the reorder process.
Product Master Audit This report details changes to the product master table.
Products tied to Deleted Product Categories This report will show you a list of non-retired products that are assigned to product categories that have been deleted. All products should be assigned to valid categories.
Products tied to inactive Vendors This report list all non-retired products attached to inactive vendors.
Purchase Order Approval Activity Shows purchase order activity (approvals/rejections) within a given timeframe.
Purchase Order Report List created purchase orders.
Recipe Input Costs By Status Aggregates the cost of recipe inputs by their batch status (Available, WIP, Completed)
Returns Report - Returned Products This report details return transactions at your location.
Sales Report Transfers This report shows inventory revenue, quantity and discounts for sales.
Super User - Category Summary mismatch This report highlights transactions that might contribute to the Closing Report Income Summary Net Sales number differing from the Category Summary total.
Transaction Price to Product Master Price This reports tracks any differences between product, inventory, and purchase prices for products sold within the searched timeframe.
Weekly Inventory by Category This report summarizes weekly inventory changes by category.
Weekly Inventory by Location This report summarizes all changes to inventory and weekly inventory changes by all locations.
Weekly Inventory by Product This report summarizes weekly inventory changes by product.
Weekly Inventory by Serial This report summarizes weekly inventory changes by sku. The report summarizes all changes to inventory.
Weekly Inventory By Serial Summary This report summarizes weekly inventory changes by sku. The report summarizes all changes to inventory.
Weekly Production Report This report shows the weekly production report from your growth operation.
Wholesale Customer Spend Report This report gives the invoice, discount, and credit totals for wholesale customers for all time and the selected time period.

Employee reports

You can use employee reports to see details about discounts, time sheets, permissions, and other data related to your employees.

Report Name Description
Discount Totals by Employee Shows the summary of discounts broken down by discount name, employee, and register over the specified time period.
Employee Information Shows basic user information and permission groups for employees at a selected location.
Employee Time Sheets Employee time sheet with clock in, clock out, duration, and adjustments
Fee / Donations By Employee Gives the total collected per fee or donation for each employee for the dates specified. If you run this for all locations in your company, the data will also be separated by location.
Login Report Lists which users logged in and how long they were active.
Loyalty Adjustment Report Lists details about manual loyalty adjustments
Tip Summary by Employee Provides tip totals between the selected dates, grouped by employee.
Tip Summary by Register Provides tip totals between the selected dates, broken down by register.
User Group Permission Overview Lists the permissions assigned to each of your User Groups, with a row for each permission and a column for each User Group
User Permissions Lists the User / User Group permission assignments for the specified location, or all locations.
User Permissions - BI Lists the users that have permissions for the BI Reporting system, and how they have those permissions.
User Permissions - BI Explorers by location Lists the users that have BI Explorer permissions for each location. Group means that they have that permission through a user group membership. Individual indicates that they have the individual permission directly assigned to their user.
User Permissions - BI Viewers by location Lists the users that have BI View permissions for each location. Group indicates that they have that permission through a user group membership. Individual indicates that they have the individual permission directly assigned to their user.

Marketing reports

Report Name Description
Alpine IQ Redemption Report This report shows the Dutchie PoS discounts tied to Alpine IQ reward redemptions. This report only shows data as of October 1, 2020.
CA Excise Tax Reimbursement This report shows sales of inventory received before Jan 2023 that can be used for California excise tax reimbursement.
Coupon Transactions This report lists transactions where discounts are applied in the specified timeframe. It includes the cashier, the customer, the transaction amount, and the discount applied.
Customer Retention Report This report gives a count of the customers with a transaction within 30 days of the start date (active customers), new customers in the selected period, and active customers without transactions in the period (lost customers).
Discount Detail Report Shows detailed breakdown of discounts usage across locations.
Discount Summary Report This report summarizes the discounts (number and dollars) given to customers.
Discount Totals by Employee This report gives the summary of discounts broken down by discount name, employee, and register over the specified time period.
Duplicate Customers This report provides a list of potential duplicate customer accounts in the current location, unless your customers are shared between all locations, in which case it includes all customers automatically.
Fee / Donation Summary This report provides the summary of fees and donations in the date range selected. This data is also available on the closing report.
First Time Patient Report This report lists all customer transactions and visits in the time range specified for customers who have never had a transaction before, regardless of when that customer was created in the system.
Inventory Transactions This report shows inventory transactions by customer sales, product categories, weight, and quantity sold.
Loyalty Adjustment Report This report lists details about manual loyalty adjustments.
Loyalty Balances This report lists all customers and details of their loyalty balances.
Loyalty Transaction Report This report lists details about manual loyalty points earned during customer transactions.
Manager Discounts This report details discounts applied with "Manager Discount" in the discount description.
New Patient Count Report This report lists customers who were created between the specified date range.
Patient Contact Report This report lists all of the customers created in the current location - or all locations if the "Run for All Locations" checkbox is selected. It also displays the date of the first and last transactions for each customer, across all locations.
Patient Contact Report by Location Purchases This report lists all of the customers with purchase history at the current location - or purchase history in any location if the "Run for All Locations" checkbox is selected. It also displays the date of the first and last transaction.
Patient Discount Group Report This report shows patient groups assigned to an MMJID.
Patient Doctor Report This report summarizes patient information and the corresponding doctor information.
Patient E-Commerce Registration Report This report shows patients created from e-commerce.
Patient Loyalty Report This report shows a detailed list of how customers earned loyalty points at purchase.
Patient No Visit Report As of Start Date This report shows the customers who have not visited the store since the date selected.
Patient Spend per Category This report lists patient information as well as total spend broken out by category.
Patient Spend Report This report lists all of the customers created in the current location, unless your customers are shared between all locations, in which case it will include all customers automatically.
Patient Spend Report by Location This report lists all of the customers with purchase history at the current location. The purchase information displayed is only from the current location.
Referral Report This report shows the referral source for all transactions.
Sales by Category and Customer Type Aggregate sales sliced by product master category and customer type.
Springbig Customer Transactions This report lists the transactions in the specified time frame for all customers who have an associated Springbig Identification number.
Springbig Discount Redemptions This report shows Dutchie discounts tied to Springbig reward redemptions. This report only shows data as of October 1, 2020.
Super User - Location Linked Customer Information Each location in Dutchie is linked to a customer record that is searchable in the customer page in the back office. This linked customer address information is used on transfer manifests to that location. This report points out the linked customer for each.
Super User - Missing Loyalty Deduction This is a rare situation when users have Loyalty as a Discount FF on and the loyalty redemption is taken off of the product prices as a discount, but not deducted from the loyalty balance.
Total Sales and Sales Percentage by Product Master Category and Vendor This report breaks down sales by product category per vendor, with the percentage of sales for each vendor against the category total.
Upcoming Patient ID Expirations This report list expiration dates for patient MMJ ID need to purchase for this customer type.

Operations reports

Report Name Description
AB Monthly Compliance Report For use in the province of AB. Details metrics to report to state regulators.
AGCO Monthly Cannabis Retail Report For use in the province of ON. Details monthly sales to report to state regulators.
Arizona Sales Report / Inventory Schedule This report is used for completing the Marijuana Excise Tax Return (MET-1) for the Arizona Department of Revenue.
Arizona Sales Report Adjustments Detail This report provides detail for the positive and negative adjustment quantities used in the analogous columns in the AZ Sales Report.
Birthday Report This report lists all patients in a location whose birthday falls within the specified timeframe. If the LSP shares customer profiles between locations, the report will return results from all locations under an LSP.
CA Processor Tax Report This report shows the tax implications for processed goods needed for compliance purposes.
California - Metrc Product Master Validation This report points out common issues that could impact the success of Metrc integrations in California.
California Excise Tax Breakdown For use in the state of CA. Details excise tax reported on received inventory.
Canceled Cart Items This report shows a list of items that were in a cart prior to cancellation
Clone and Seedling Retired Report This report shows the data about clones and seedlings that were retired.
CO - Product THC Issues List of products that have missing THC Content information or have improperly configured THC Content (relative to Metrc's expectations).
Connecticut - Recreational Excise Tax Report This report gives you an in-depth look at excise tax and includes tax collected by product potency from recreational sales.
CT - PMP Prescription Number Lookup This report gives details of submissions to the PMP system, with the Prescription Number used.
CT DCP Report This report is meant to satisfy the DCP reporting requirements.
CT Tax Report This report shows a list of transactions for the date range selected and the dollars and taxes collected for compliance needs.
CT Tax Report By Month This report shows the monthly summary of transactions and the dollars and taxes collected for compliance needs.
Detailed Sales Breakdown by Category This report includes Transaction Counts, Quantity Sold, Gross Sales, Discount, Pre-Tax Loyalty, Net Sales, Cost, Profit, as well as Percent Profit, Avg Unit Price and Avg Profit, all broken down by Location, Category and Customer Type, with Totals and Subtotals.
Pay by Bank Settlement Report Shows settlement information sales tendered with Pay by Bank.
Hypur Bank Export File This report shows customer, item, tax, and sales data for the Hypur integration.
Hypur Bank Export File Ver2 This report shows customer, item, tax, and sales data for the Hypur integration.
IL Recreational Tax Rates by Package This report details each non-zero quantity cannabis package in a location's inventory. Inventory is broken out by the package level recreational rate type, the product master level rate type, and the rate type actually chosen. It also provides the BioTrack rate type based on BioTrack data, and points discrepancies in package and product master rates, as well as discrepancies between BioTrack and package level rates.
Illinois Inbound Report This report shows a summary of inbound inventory needed for compliance purposes.
Illinois Inventory Snapshot Report This report shows inventory by serial number, quantity, cost and price for needs to support Illinois compliance.
Illinois Patient Status Report(Active as of Date) This report shows patient information needed for Illinois compliance needs.
Illinois Patient Status Report(Currently Active) This report shows patient information needed for Illinois compliance needs.
Illinois Tax Included Report This report shows customer purchases with the needed tax information for compliance purposes.
Journal Entry Provides a journal entry, including payment method breakdown, tax rate breakdown, and sales by category by medical/recreational.
Leafly - Product Validation Report This report explains why products are not showing in Leafly.
Louisiana Patient Tracking This report shows all checked in users for the reporting requirements for the state of Louisiana.
MA-DPH Sales Report Massachusetts DPH Sales Report.
MA-DPH Transaction Error Report (Detail) This report shows transaction data failures for the reporting needs for the Massachusetts Department of Public Health.
MA-DPH Transaction Report This report shows all transactions for the reporting needs for the Massachusetts Department of Public Health.
MA-DPH Transmission Error Report This report shows transaction data failures for the reporting needs for the Massachusetts Department of Public Health.
Manitoba Compliance Report Manitoba Compliance Report by Regulatory Category
Manitoba Monthly Provincial Compliance Report Monthly report for retailers in Manitoba to submit to the LGCA (Liquor Gaming Cannabis Authority).
MN Transaction Report This report shows all transaction for compliance reporting needs in Minnesota.
New Jersey Item ID List Lists all item ids for active packages (useful for NJ operators).
New Mexico - Licensed Non-Profit Producer Data Report - Quarterly Totals This report is designed to follow along the NM DOH Licensed Non-Profit Producer Data Report - Quarterly Totals.
New Mexico - Product Master Validation This report points out common issues that could impact the success of reporting in New Mexico.
NJ Allocated Inventory Items Lists Package Items that are currently allocated to carts (but not sold)
NJ Tax Report This report shows a list of transactions over a selected date range and the dollars and taxes collected for compliance needs.
NJ Weekly ATC Dispensary Survey Survey required to be filled out weekly by NJ dispensaries. Includes all required data points in the survey.
NV Dispensary Report Sales data broken down by Metrc category & UOM specific to the state of Nevada.
NV Dispensary Report by Customer Type Sales data broken down by Metrc category, UOM and Customer Type specific to the state of Nevada.
NV Metrc Medical Upload This report shows medical sales data needed for Metrc compliance reporting purposes.
NV Monthly Report This report summarizes sales information by Medical vs Recreational customers, and Cannabis vs Non-Cannabis items.
NY Monthly Sales Report This report shows the monthly sales NY operators are required to report to the State of New York.
NY OCM Package Products Report This report lists package products that were sold to customers.
NY PMP Report For use in the state of NY. PMP-formatted file for upload to state reporting.
NY PMP Report CSV NY PMP report in CSV format for user review and retention.
NYS Delivery Report This report details daily deliveries for the NYS Dept of Health website. Please Note: For a fee to count towards the delivery fees, it needs to have "delivery" in the name.
Ohio - Customer Validation This report points out common customer/doctor profile issues that could impact the success of a Metrc/OARRS integrations in Ohio.
Ohio - Inventory Validation This report points out common inventory issues that could impact the success of a Metrc/OARRS integration in Ohio.
Ohio - OARRS Days Supply Comparison This report compares the days supply that was submitted to OARRS vs. what the the POS calculates based on regulatory category and weights/PM days supply .
Ohio - OARRS RxNumber Lookup This report presents the items sold and reported to OARRS. It includes the RxNumbers from both our older inventory system, and the newer ID system.
Ohio - Product Master Validation This report points out common issues that could impact the success of a Ohio Metrc/OARRS integration, as well as days supply calculations.
Oklahoma - Product Master Validation This report points out common issues that could impact the success Oklahoma's OMMA reporting.
Oklahoma OMMA Monthly Report - Cultivation This report provides the numbers to fill in monthly reporting in Oklahoma
Oklahoma OMMA Monthly Report - Dispensary This report provides the numbers to fill in monthly reporting in Oklahoma.
Oklahoma OMMA Monthly Report - Processor This report provides the numbers to fill in monthly reporting in Oklahoma
Oregon Tax Report by Tax Category This report provides figures intended to fill in tax filings in the state of Oregon. Taxes are broken down based on the External category field on each product in your Catalog. Learn more.
Patient ID Scan Report This report shows the logs for all patient medical ids that were scanned into the store.
Payouts This report shows register payouts made by employees.
Pin Debit Settlement Report Pin Debit Settlement Report
PIN Debit Transaction Report This report shows PIN Debit transactions that are associated with payment for an order.
POS Transactions - BioTrack Submissions This Item level report details the sale of cannabis items, and includes the sale IDs assigned by the state systems.
Rhode Island - Cultivation DBR Report This reports gives RI cultivators a list of new, harvested, and destroyed plants.
Rhode Island - Inventory Report Inventory report submittable to Rhode Island.
Rhode Island - Medical Sales Report Medical sales report submittable to Rhode Island.
SK Monthly Compliance Report For use in the province of SK. Details metrics to report to state regulators.
State Totals This report shows a summary of transactions, distinct patients, items sold, grams sold and total sales based on the date range.
Static Report Catalog This report lists all of the reports available through Static Reports, their descriptions, and where they can be found.
Super User - Metrc Sales Upload SUPER USERS ONLY: Lists the details of a sale to be reported to Metrc in case there are API connection issues.
Super User - PIN Debit Transaction Log This report shows PIN Debit transactions and errors.
Tax and Sales by Tax Category This report details tax collected and sales by tax category for a given date range.
Tax and Sales by Tax Category - Net Sales This report details tax collected and sales by tax category for a given date range.
Tax Breakdown by Customer Type Total sales and tax collected broken out by customer type and tax rate.
Tax Rate Breakdown (Item Level) This report details all items sold or returned in the given time period, along with the individual tax rates that make up the total tax broken out as separate columns.
Tax Rate Breakdown (Summary) This report gives summary information for the selected time period, along with the individual tax rates that make up the total tax broken out as separate columns.
Tax Rate Breakdown (Transaction Level) This report details all transactions in the given time period, along with the individual tax rates that make up the total tax broken out as separate columns.
Tax Report (Detail) This report shows detailed tax data for each transaction for the time frame selected.
Tax Report (Monthly) This report shows the transaction amount and tax collected in a monthly summary. Data will only show when a full month's time frame is selected.
Tax Report (Simple) This report shows the transaction amount and tax collected for each transaction for the time frame selected.
Tax Summary This report lists the total amount of tax collected for each tax rate in the system over the time period specified.
Transactions by Package ID Actions This report shows all transactions actions and comments for a sale, including inventory package information.
Transactions By Product Actions Report This report shows all transactions, actions, and comments for a sale.
VA - New Medical Certifications Self-certified patients

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